We are live on ! Find out more
ERAS icon

Erasca
ERAS

225 hedge funds and large institutions have $4.39B invested in Erasca in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more capital invested

Capital invested by funds: $816M → $4.39B (+$3.57B)

336% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $9.49M

322% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 23

200% more funds holding in top 10

Funds holding in top 10: 5 → 15 (+10)

97% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 39

46% more funds holding

Funds holding: 154 → 225 (+71)

10.7% more ownership

Funds ownership: 77.29% → 87.99% (+11%)

Holders
225
Holders Change
+71
Holders Change %
+46.1%
% of All Funds
2.77%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
97
Increased
77
Reduced
39
Closed
23
Calls
$41.4M
Puts
$9.49M
Net Calls
+$31.9M
Net Calls Change
+$21.2M

Top Buyers

1
RI
RTW Investments
New York
+$189M
2
CAM
Cormorant Asset Management
Massachusetts
+$68.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$60.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.6M
5
BlackRock
BlackRock
New York
+$53.8M

Top Sellers

1
SCM
Suvretta Capital Management
New York
-$131M
2
AVM
Arch Venture Management
Illinois
-$46.9M
3
PBA
Paradigm Biocapital Advisors
New York
-$44.5M
4
SSC
Spruce Street Capital
New York
-$41M
5
5VM
5AM Venture Management
California
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$9.63M +$617K +52,183 +10%
Millennium Management
52
Millennium Management
New York
$9.32M -$19.6M -1,661,955 -74%
ECM
53
ExodusPoint Capital Management
New York
$9.32M -$10.8M -915,252 -61%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$9.05M +$152K +12,853 +2%
N
55
Nuveen
North Carolina
$8.79M +$1.4M +118,308 +28%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$8.1M +$5.92M +500,723 New
Citadel Advisors
57
Citadel Advisors
Florida
$8.06M -$6.29M -531,964 -52%
Jane Street
58
Jane Street
New York
$7.36M -$5.41M -457,500 -50%
Marshall Wace
59
Marshall Wace
United Kingdom
$6.9M +$4.31M +364,566 +588%
SSC
60
Spruce Street Capital
New York
$6.84M -$41M -3,467,089 -89%
Creative Planning
61
Creative Planning
Kansas
$6.78M +$439K +37,139 +10%
Prudential Financial
62
Prudential Financial
New Jersey
$6.74M +$4.77M +403,960 +3,167%
PHP
63
Parkman Healthcare Partners
Connecticut
$6.58M +$4.81M +406,702 New
TD Asset Management
64
TD Asset Management
Ontario, Canada
$6.38M +$1.94M +164,420 +72%
American Century Companies
65
American Century Companies
Missouri
$6.16M +$2.55M +215,618 +130%
PCMH
66
Polymer Capital Management (HK)
Hong Kong
$5.79M +$4.23M +357,670 New
ACP
67
Acuta Capital Partners
California
$5.74M +$4.19M +354,575 New
AI
68
Atom Investors
Texas
$5.59M +$4.08M +345,587 New
KCA
69
KVP Capital Advisors
California
$5.5M +$4.02M +340,000 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$5.45M +$3.98M +336,800 New
TI
71
Trexquant Investment
Connecticut
$4.87M +$3.56M +301,066 New
UBS AM
72
UBS AM
Illinois
$4.19M +$3.06M +259,007 New
VOYA Investment Management
73
VOYA Investment Management
Georgia
$4.1M +$2.6M +220,367 +664%
Simplex Trading
74
Simplex Trading
Illinois
$4.09M -$1.1M -93,325 -27%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$4.08M +$1.43M +120,944 +92%
1 2
3
4 5

ERAS Hedge Fund Activity: Q1 2026 in Review

225 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q1 2026, worth a combined $4.39B — up 438% from $816M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ERAS positions and 23 closed out — a net gain of 74 holders — while 77 added to existing stakes and 39 trimmed.

The largest buyer was RTW Investments, adding an estimated $189M. The largest seller was Suvretta Capital Management, cutting an estimated $131M.

  • 225 institutional investors held Erasca (ERAS) as of Q1 2026, up from 154 in Q4 2025.
  • Funds reported $4.39B of Erasca stock for Q1 2026, up 438% quarter-over-quarter.
  • 97 funds opened new Erasca positions in Q1 2026 and 23 closed out, a net change of +74 holders.
  • The largest Erasca buyer in Q1 2026 was RTW Investments, an estimated $189M added.
  • The largest Erasca seller in Q1 2026 was Suvretta Capital Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.